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Ambarella Inc

AMBA
Exchange
Nasdaq
Industry
Semiconductors & Related Devices
SEC CIK
0001280263

In the last 90 days, Ambarella Inc insiders filed 0 open-market purchases and 9 sales; 341 institutions reported holding it in 13F filings for Q2 2026, worth $3.13B in total; no superinvestor holds it.

13F holders, Q2 2025

Institutional positions in Ambarella Inc as of Jun 30, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
305
+9 vs. Q1 2025
Shares held
35.1M
+788.3K (+2.3%) vs. Q1 2025
Total value
$2.32B
+$592.3M (+34.3%) vs. Q1 2025
New holders
59
108 more added
Sold out
50
105 more reduced

2 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q1 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting AMBA on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ2 2025: 305 institutions
Q1 2021: 266 institutionsQ2 2021: 260 institutionsQ3 2021: 281 institutionsQ4 2021: 328 institutionsQ1 2022: 293 institutionsQ2 2022: 267 institutionsQ3 2022: 244 institutionsQ4 2022: 265 institutionsQ1 2023: 273 institutionsQ2 2023: 258 institutionsQ3 2023: 254 institutionsQ4 2023: 258 institutionsQ1 2024: 269 institutionsQ2 2024: 262 institutionsQ3 2024: 265 institutionsQ4 2024: 299 institutionsQ1 2025: 298 institutionsQ2 2025: 305 institutionsQ3 2025: 329 institutionsQ4 2025: 324 institutionsQ1 2026: 307 institutionsQ2 2026: 341 institutions
Value heldQ2 2025: $2.32B
Q1 2021: $2.78BQ2 2021: $2.92BQ3 2021: $4.44BQ4 2021: $5.72BQ1 2022: $3.01BQ2 2022: $1.92BQ3 2022: $1.70BQ4 2022: $2.58BQ1 2023: $2.35BQ2 2023: $2.58BQ3 2023: $1.64BQ4 2023: $2.02BQ1 2024: $1.69BQ2 2024: $1.83BQ3 2024: $1.86BQ4 2024: $2.46BQ1 2025: $1.77BQ2 2025: $2.32BQ3 2025: $2.93BQ4 2025: $2.62BQ1 2026: $1.88BQ2 2026: $3.13B
Institutions holding AMBA and their total value by quarter
QuarterHoldersValue
Q2 2026341$3.13B
Q1 2026307$1.88B
Q4 2025324$2.62B
Q3 2025329$2.93B
Q2 2025305$2.32B
Q1 2025298$1.77B
Q4 2024299$2.46B
Q3 2024265$1.86B
Q2 2024262$1.83B
Q1 2024269$1.69B
Q4 2023258$2.02B
Q3 2023254$1.64B
Q2 2023258$2.58B
Q1 2023273$2.35B
Q4 2022265$2.58B
Q3 2022244$1.70B
Q2 2022267$1.92B
Q1 2022293$3.01B
Q4 2021328$5.72B
Q3 2021281$4.44B
Q2 2021260$2.92B
Q1 2021266$2.78B

Institutions, Q2 2025

Shares, value and share of portfolio for each institution holding Ambarella Inc; share changes are against Q1 2025.

Institutions holding AMBA in Q2 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Mackenzie Financial Corp22,170$1.46M0.00%+14,574+191.9%Added
Intech Investment Management LLC22,543$1.49M0.01%−3,043−11.9%Reduced
Atom Investors LP23,533$1.55M0.14%+23,533New
Virtus ETF Advisers LLC23,690$1.57M0.96%+23,690New
MetLife Investment Management24,309$1.61M0.01%+1,804+8.0%Added
Raymond James Financial Inc24,847$1.64M0.00%+4,069+19.6%Added
Handelsbanken Fonder AB26,639$1.76M0.01%+13,495+102.7%Added
HSBC Holdings PLC29,297$1.93M0.00%−3,326−10.2%Reduced
State of New Jersey Common Pension Fund D29,830$1.97M0.01%+4,322+16.9%Added
First National Bank of Omaha30,101$1.99M0.13%+424+1.4%Added
Two Sigma Investments, LP30,756$2.03M0.00%+6,588+27.3%Added
Freemont Management S.A.31,600$2.09M0.34%+6,900+27.9%Added
PEAK6 LLC32,890$2.17M0.07%−4,577−12.2%Reduced
Price T Rowe Associates Inc33,119$2.19M0.00%+4,371+15.2%Added
California State Teachers Retirement System36,344$2.40M0.00%+544+1.5%Added
Susquehanna Fundamental Investments, LLC40,199$2.66M0.07%−5,507−12.0%Reduced
Harber Asset Management LLC41,782$2.76M0.89%+41,782New
Franklin Resources Inc42,506$2.81M0.00%+249+0.6%Added
Shellback Capital, LP43,745$2.89M0.19%+43,745New
Wolverine Trading, LLC43,291$2.90M0.07%+30,512+238.8%Added
Granite Investment Partners, LLC44,514$2.94M0.14%−593−1.3%Reduced
SEI Investments Co45,769$3.02M0.00%+21,200+86.3%Added
Citigroup Inc48,656$3.21M0.00%+6,936+16.6%Added
Susquehanna Portfolio Strategies, LLC48,867$3.23M0.07%+48,867New
Graham Capital Management, L.P.52,010$3.44M0.10%−7,718−12.9%Reduced
Wells Fargo & Company54,650$3.61M0.00%+4,352+8.7%Added
Rhumbline Advisers62,113$4.10M0.00%+3,542+6.0%Added
Envestnet Asset Management Inc62,174$4.11M0.00%+15,222+32.4%Added
Millennium Management LLC64,044$4.23M0.00%−846,127−93.0%Reduced
ArrowMark Colorado Holdings LLC65,000$4.29M0.08%−10,000−13.3%Reduced
Lord, Abbett & Co. LLC69,089$4.56M0.01%−109,210−61.3%Reduced
Healthcare of Ontario Pension Plan Trust Fund71,200$4.70M0.01%+71,200New
Royal Bank of Canada71,761$4.74M0.00%+7,017+10.8%Added
SWS Partners75,156$4.97M1.34%−770−1.0%Reduced
Sora Investors LLC75,908$5.01M0.45%−44,772−37.1%Reduced
Swiss National Bank77,033$5.09M0.00%+300+0.4%Added
Essex Investment Management Co LLC84,479$5.58M1.01%−1,952−2.3%Reduced
Marshall Wace, LLP88,324$5.83M0.01%+83,897+1,895.1%Added
Ameriprise Financial Inc93,959$6.21M0.00%−26,310−21.9%Reduced
Mitsubishi UFJ Kokusai Asset Management Co., Ltd.96,160$6.35M0.01%−14,727−13.3%Reduced
Capital Fund Management S.A.96,703$6.39M0.07%+83,676+642.3%Added
Hillsdale Investment Management Inc.96,890$6.40M0.24%+23,600+32.2%Added
Man Group plc99,755$6.59M0.01%+35,682+55.7%Added
Engineers Gate Manager LP101,536$6.71M0.08%+81,342+402.8%Added
Jain Global LLC101,616$6.71M0.10%+101,616New
Russell Investments Group, Ltd.101,919$6.76M0.01%+26,750+35.6%Added
Hel Ved Capital Management Ltd103,870$6.86M3.09%−18,460−15.1%Reduced
Stanley-Laman Group, Ltd.111,164$7.34M1.09%+111,164New
Arrowstreet Capital, Limited Partnership112,659$7.44M0.01%+101,389+899.6%Added
Alliancebernstein L.P.118,464$7.83M0.00%−75,546−38.9%Reduced
S Squared Technology, LLC118,551$7.83M3.30%−52,000−30.5%Reduced
Neuberger Berman Group LLC120,677$7.97M0.01%−270.0%Reduced
JPMorgan Chase & Co122,107$8.07M0.00%−108,220−47.0%Reduced
Bank of New York Mellon Corp134,547$8.89M0.00%−15,758−10.5%Reduced
Westerly Capital Management, LLC143,000$9.45M4.00%+143,000New
Tairen Capital Ltd146,000$9.65M0.99%−237,120−61.9%Reduced
Potrero Capital Research LLC150,000$9.91M4.61%+150,000New
LMR Partners LLP150,000$9.91M0.15%+150,000New
Susquehanna International Group, LLP159,859$10.6M0.02%+100,024+167.2%Added
Trexquant Investment LP160,359$10.6M0.12%+82,119+105.0%Added
UBS Group AG171,441$11.3M0.00%+20,218+13.4%Added
First Trust Advisors LP174,919$11.6M0.01%+3,967+2.3%Added
Voloridge Investment Management, LLC178,060$11.8M0.04%+178,060New
Deutsche Bank AG179,143$11.8M0.00%+103,429+136.6%Added
SG Capital Management LLC189,221$12.5M1.06%+132,866+235.8%Added
FMR LLC220,745$14.6M0.00%−7,671−3.4%Reduced
Algert Global LLC221,363$14.6M0.31%−16,938−7.1%Reduced
Tributary Capital Management, LLC224,856$14.9M1.32%−15,559−6.5%Reduced
AQR Capital Management LLC224,997$14.9M0.01%+140,126+165.1%Added
Acadian Asset Management LLC225,787$14.9M0.03%+111,968+98.4%Added
UBS Asset Management Americas Inc232,634$15.4M0.00%−999,638−81.1%Reduced
Qube Research & Technologies Ltd239,606$15.8M0.02%−42,791−15.2%Reduced
Robeco Schweiz AG253,120$16.7M0.39%−166,000−39.6%Reduced
Assenagon Asset Management S.A.257,899$17.0M0.03%−223−0.1%Reduced
Baillie Gifford & Co259,380$17.1M0.01%−30,543−10.5%Reduced
Mirae Asset Global ETFs Holdings Ltd.280,419$18.6M0.04%−4,773−1.7%Reduced
Segall Bryant & Hamill, LLC344,834$22.8M0.32%+35,314+11.4%Added
Invesco Ltd.345,447$22.8M0.00%+39,091+12.8%Added
Charles Schwab Investment Management Inc345,872$22.9M0.00%+22,372+6.9%Added
Barclays PLC349,567$23.1M0.01%+40,527+13.1%Added
Renaissance Technologies LLC350,849$23.2M0.03%−6,851−1.9%Reduced
AXA S.A.356,992$23.6M0.07%−5,562−1.5%Reduced
Goldman Sachs Group Inc360,215$23.8M0.00%−60,910−14.5%Reduced
Exchange Traded Concepts, LLC370,741$24.5M0.31%−11,131−2.9%Reduced
Northern Trust Corp382,670$25.3M0.00%−4,016−1.0%Reduced
Pinnacle Associates Ltd388,437$25.7M0.37%−107,657−21.7%Reduced
Jacobs Levy Equity Management, Inc447,826$29.6M0.12%−199,962−30.9%Reduced
Balyasny Asset Management LLC459,562$30.4M0.07%+413,362+894.7%Added
Connor, Clark & Lunn Investment Management Ltd.481,163$31.8M0.11%+123,392+34.5%Added
Stephens Investment Management Group LLC493,929$32.6M0.43%−5,846−1.2%Reduced
Nuveen, LLC504,740$33.3M0.01%−134,420−21.0%Reduced
Dimensional Fund Advisors LP516,159$34.1M0.01%−27,524−5.1%Reduced
Squarepoint Ops LLC557,172$36.8M0.08%+557,172New
Bank of America Corp567,886$37.5M0.00%−7,647−1.3%Reduced
Oberweis Asset Management Inc573,360$37.9M1.65%+4,535+0.8%Added
Legal & General Group Plc634,477$41.9M0.01%+53,917+9.3%Added
Morgan Stanley792,128$52.3M0.00%+30,258+4.0%Added
Citadel Advisors LLC945,660$62.5M0.05%+234,407+33.0%Added
Geode Capital Management, LLC976,281$64.5M0.00%+28,371+3.0%Added
Fuller & Thaler Asset Management, Inc.1,017,287$67.2M0.25%+106,376+11.7%Added